Skip to Main Content
ADD A NEW IDEA

Reports

Showing 116

To be able to create a profit and loss for each bank account.

We have to provide separate P & L and balance sheets to CAV and the Tax Office for different bank accounts, and another to our accountant for our trading account. The ability to filter the accounts that need to appear on each P & L would b...
over 3 years ago in Reckon One / Reports 0 New idea

Tracking Capabilities in Reckon One

Hi, Just wondering if you can add tracking categories to Reckon one so that you can track different business locations or machinery types (track both income and expenses). Is this something in the works? Would be a great feature.
over 6 years ago in Reckon One / Reports 2 New idea

Improve Reporting Options in R1

Would be nice to be able to see Columns for Debits, Credits and Running Balances in account transaction reports instead of just an opening balance at beginning of period, all transactions in one column and a closing balance at the end. I have atta...
over 2 years ago in Reckon One / Reports 0 New idea

Add filter for selected chart of accounts in P&L

The Account Inquiry report has an option to filter the report by selected accounts. The same option in the P&L would allow me to create a smaller P&L for a sub-set of accounts. For example, I have an investment property for which I would l...
over 3 years ago in Reckon One / Reports 0 New idea

Audit trial report

I would like to run a report that consolidates all change logs (history) in Reckon One. This report should have multiple filter options including User, Date, Transaction Type, Change Type etc...
over 6 years ago in Reckon One / Reports 0 New idea

TAX CODE EXEMPTION include column for account

Please include "account" column option that enables user to quickly scan & confirm if the transaction should not have a tax code. Currently the only way to do this is to open each transaction to inspect if it has been correctly allocated to an...
about 6 years ago in Reckon One / Reports 0 New idea

Add Print Button to Bank Reconciliation page

This is a logical thing to do. It would have saved me a lot of time searching for how to print out the Bank Reconciliation Statement. i.e. "exporting it" was not intuitive. Thanks :)
about 4 years ago in Reckon One / Reports 0 New idea

General Ledger Report

to show: Opening Balance Net movement for the period Closing Balance Required by Accountants For import to their own software systems (usually manually) Verify no changes to previously reported periods (through the Opening Balance)
over 3 years ago in Reckon One / Reports 1 In development

Items sales report

A report that summaries sales for a period by item. Quantity of each item and total value. Maybe include a optional filter for only selected items. Could be a detail report as suggested in another post.
over 2 years ago in Reckon One / Reports 0 New idea

Previous year and budget comparison columns for P&L and Balance Sheet

Would allow further analysis on management reports. E.g. current year, budget, prior year
about 8 years ago in Reckon One / Reports 0 New idea